Skip to main content
Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
3,750
+712 vs. Q3 2024
Portfolio value
$1.78B
+$199.6M (+12.6%) vs. Q3 2024
Filed
Feb 10, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NMIHNMI Holdings, Inc.COM838$30.8K<0.1%+19+2.3%AddedHistory
EEni SpASPONSORED ADR1,123$30.7K<0.1%−3,843−77.4%ReducedHistory
NOMDNomad Foods LtdUSD ORD SHS1,830$30.7K<0.1%−1,532−45.6%ReducedHistory
ONONOn Holding AGStock560$30.7K<0.1%+132+30.8%AddedHistory
Veren Inc92340V107COM NEW5,951$30.6K<0.1%+2,655+80.6%Added–
CIGIColliers International Group Inc.SUB VTG SHS224$30.5K<0.1%−1−0.4%ReducedHistory
NUVBNuvation Bio Inc.COM CL A11,424$30.4K<0.1%+329+3.0%AddedHistory
CPNGCoupang, Inc.CL A1,376$30.2K<0.1%−42−3.0%ReducedHistory
PRMBPrimo Brands CorpCLASS A COM SHS982$30.2K<0.1%+982NewHistory
BMIBadger Meter IncCOM142$30.1K<0.1%+4+2.9%AddedHistory
CADECadence BancorporationEQUITY US CM874$30.1K<0.1%−87−9.1%ReducedHistory
PEGAPegasystems IncCOM323$30.1K<0.1%+149+85.6%AddedHistory
DRDDrdgold LtdSPON ADR REPSTG3,483$30.1K<0.1%−690−16.5%ReducedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$30.1K<0.1%00.0%Unchanged–
SMARSmartsheet IncCOM CL A536$30.0K<0.1%+472+737.5%AddedHistory
FCNFti Consulting, IncCOM157$30.0K<0.1%+33+26.6%AddedHistory
CMRECostamare Inc.SHS2,325$29.9K<0.1%+85+3.8%AddedHistory
CAECae IncCOM1,176$29.8K<0.1%+22+1.9%AddedHistory
PHIPLDT Inc.SPONSORED ADR1,345$29.8K<0.1%−394−22.7%ReducedHistory
ProShares Bitcoin ETF74347G440ETF1,307$29.8K<0.1%+309+31.0%Added–
ACHRArcher Aviation Inc.Stock3,054$29.8K<0.1%+54+1.8%AddedHistory
ICLICL Group Ltd.SHS6,006$29.7K<0.1%+960+19.0%AddedHistory
ORNOrion Group Holdings IncCOM4,052$29.7K<0.1%+52+1.3%AddedHistory
Barrick Gold Corp067901108COM1,916$29.7K<0.1%−773−28.7%Reduced–
SWKStanley Black & Decker, Inc.COM370$29.7K<0.1%−171−31.6%ReducedHistory
HIIHuntington Ingalls Industries, Inc.COM157$29.7K<0.1%+131+503.8%AddedHistory
MNDYmonday.com Ltd.SHS126$29.7K<0.1%+12+10.5%AddedHistory
XPEVXpeng Inc.ADS2,508$29.6K<0.1%+898+55.8%AddedHistory
WDSWoodside Energy Group LtdADR1,900$29.6K<0.1%−221−10.4%ReducedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$29.5K<0.1%00.0%Unchanged–
DAYDayforce, Inc.COM406$29.5K<0.1%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock479$29.5K<0.1%−18−3.6%ReducedHistory
RDYDr Reddys Laboratories LtdADR1,863$29.4K<0.1%+83+4.7%AddedConverted for a 5-for-1 splitHistory
GTLBGitlab Inc.CLASS A COM522$29.4K<0.1%+513+5,700.0%AddedHistory
ZIONZions Bancorporation, National AssociationCOM541$29.4K<0.1%+183+51.1%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$29.3K<0.1%00.0%Unchanged–
BAHBooz Allen Hamilton Holding CorpCL A227$29.2K<0.1%+134+144.1%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR212$29.2K<0.1%−3−1.4%ReducedHistory
LNTHLantheus Holdings, Inc.Stock326$29.2K<0.1%−7−2.1%ReducedHistory
RPMRPM International IncCOM236$29.1K<0.1%+84+55.3%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM298$29.1K<0.1%+109+57.7%AddedHistory
CRICarters IncCOM531$28.8K<0.1%+507+2,112.5%AddedHistory
FNVFranco Nevada CorpStock244$28.7K<0.1%+14+6.1%AddedHistory
SCIService Corp InternationalCOM359$28.7K<0.1%−2−0.6%ReducedHistory
JDJD.com, Inc.SPON ADS CL A826$28.6K<0.1%+60+7.8%AddedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL727$28.6K<0.1%+557+327.6%Added–
Schwab U.S. Mid-Cap ETF808524508ETF1,029$28.5K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
TELFYTelefonica S ASPONSORED ADR7,089$28.5K<0.1%−1,021−12.6%ReducedHistory
DNBDun & Bradstreet Holdings, Inc.COM2,281$28.4K<0.1%−373−14.1%ReducedHistory
GHGuardant Health, Inc.COM928$28.4K<0.1%−203−17.9%ReducedHistory
EATBrinker International, IncStock214$28.3K<0.1%−224−51.1%ReducedHistory
CARAvis Budget Group, Inc.COM351$28.3K<0.1%+1+0.3%AddedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$28.2K<0.1%00.0%UnchangedHistory
GDSGDS Holdings LtdSPONSORED ADS1,186$28.2K<0.1%+20+1.7%AddedHistory
VLGEAVillage Super Market IncCL A NEW883$28.2K<0.1%+147+20.0%AddedHistory
RGTIRigetti Computing, Inc.COMMON STOCK1,845$28.2K<0.1%+1,845NewHistory
SKYWSkywest IncCOM280$28.0K<0.1%−22−7.3%ReducedHistory
RDDTReddit, Inc.Stock171$27.9K<0.1%+171NewHistory
SAMBoston Beer Co IncCL A93$27.9K<0.1%+89+2,225.0%AddedHistory
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$27.9K<0.1%00.0%UnchangedHistory
AFGAmerican Financial Group IncCOM203$27.8K<0.1%+26+14.7%AddedHistory
HRLHormel Foods CorpCOM886$27.8K<0.1%+99+12.6%AddedHistory
MRCYMercury Systems IncCOM660$27.7K<0.1%+14+2.2%AddedHistory
MTDRMatador Resources CoCOM492$27.7K<0.1%+256+108.5%AddedHistory
RVTRoyce Small-Cap Trust, Inc.COM1,750$27.6K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF102$27.6K<0.1%+40+64.5%Added–
MKLMarkel Group Inc.COM16$27.6K<0.1%−31−66.0%ReducedHistory
Innovator ETFs Trust45782C342US SML CP PWR ET843$27.6K<0.1%+843New–
MCYMercury General CorpCOM414$27.5K<0.1%+129+45.3%AddedHistory
MATMattel IncCOM1,543$27.4K<0.1%+926+150.1%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A681$27.2K<0.1%−1,982−74.4%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B749$27.2K<0.1%−33−4.2%ReducedHistory
WALWestern Alliance BancorporationCOM325$27.2K<0.1%+4+1.2%AddedHistory
ROKURoku, IncCOM CL A365$27.1K<0.1%−280−43.4%ReducedHistory
JEFJefferies Financial Group Inc.COM346$27.1K<0.1%+92+36.2%AddedHistory
AUAngloGold Ashanti PLCCOM SHS1,174$27.1K<0.1%+796+210.6%AddedHistory
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$27.1K<0.1%00.0%Unchanged–
APAMArtisan Partners Asset Management Inc.CL A628$27.0K<0.1%+330+110.7%AddedHistory
RNRRenaissancere Holdings LtdCOM108$26.9K<0.1%+32+42.1%AddedHistory
QRVOQorvo, Inc.Stock382$26.7K<0.1%+79+26.1%AddedHistory
CALMCal-Maine Foods IncCOM NEW259$26.7K<0.1%+50+23.9%AddedHistory
EPAMEPAM Systems, Inc.COM114$26.7K<0.1%+54+90.0%AddedHistory
STRAStrategic Education, Inc.COM283$26.4K<0.1%+46+19.4%AddedHistory
CVSACovista Inc.COM291$26.4K<0.1%−92−24.0%ReducedHistory
RCIRogers Communications IncCL B859$26.4K<0.1%+252+41.5%AddedHistory
FUSBFirst US Bancshares, Inc.COM2,106$26.4K<0.1%00.0%UnchangedHistory
GMABGenmab A/SSPONSORED ADS1,257$26.2K<0.1%+939+295.3%AddedHistory
DOXAmdocs LtdSHS308$26.2K<0.1%−18−5.5%ReducedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US379$26.2K<0.1%+2+0.5%Added–
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$26.2K<0.1%00.0%Unchanged–
ESABESAB CorpCOM218$26.1K<0.1%+90+70.3%AddedHistory
DBXDropbox, Inc.CL A865$26.0K<0.1%+424+96.1%AddedHistory
SNEXStoneX Group Inc.COM265$26.0K<0.1%−47−15.1%ReducedHistory
BSTBlackRock Science & Technology TrustSHS710$26.0K<0.1%00.0%UnchangedHistory
CNRCore Natural Resources, Inc.COM SHS243$25.9K<0.1%+243NewHistory
LNTAlliant Energy CorpStock438$25.9K<0.1%+99+29.2%AddedHistory
PHINPhinia Inc.COMMON STOCK537$25.9K<0.1%−1−0.2%ReducedHistory
RELYRemitly Global, Inc.COM1,146$25.9K<0.1%−1,587−58.1%ReducedHistory
WCCWesco International IncCOM142$25.7K<0.1%−1−0.7%ReducedHistory
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ479$25.7K<0.1%+2+0.4%Added–

Sold out since Q3 2024 (112)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 112 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr464287275GBL COMM SVC ETF29,130$2.74M0.2%–
iShares Inc46434G772MSCI TAIWAN ETF7,626$410.8K<0.1%–
DBLDoubleLine Opportunistic Credit FundCOM9,408$148.8K<0.1%History
SWNSouthwestern Energy CoCOM11,792$83.8K<0.1%History
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW2,500$82.9K<0.1%History
MROMarathon Oil CorpCOM2,915$77.6K<0.1%History
ORANYOrangeSPONSORED ADR6,595$75.7K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER3,809$68.7K<0.1%–
DSLDoubleLine Income Solutions FundCOM4,000$51.9K<0.1%History
ETF Ser Solutions26922A222APTUS COLLRD INV1,210$48.1K<0.1%–
Victory Portfolios II92647N527CORE BD ETF974$46.7K<0.1%–
PGZPrincipal Real Estate Income FundSHS BEN INT4,149$46.4K<0.1%History
iShares Tr464288851US OIL GS EX ETF450$41.2K<0.1%–
SRTAStrata Critical Medical, Inc.CL A COM12,000$35.3K<0.1%History
AGRAvangrid, Inc.COM910$32.6K<0.1%History
Schwab International Small-Cap Equity ETF808524888ETF729$28.1K<0.1%–
PRMWPrimo Water CorpCOM1,022$25.8K<0.1%History
WisdomTree Tr97717W315EMER MKT HIGH FD550$24.2K<0.1%–
SRCLStericycle IncCOM329$20.1K<0.1%History
VGRVector Group LtdCOM1,345$20.1K<0.1%History
Innovator ETFs Trust45782C409US EQTY BUFR JAN400$18.6K<0.1%–
CNRCore Natural Resources, Inc.COM171$17.9K<0.1%History
Innovator ETFs Trust45782C888US EQT BUFR APR400$17.3K<0.1%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$15.8K<0.1%–
Goldman Sachs ETF Tr381430479ACCESS INVT GR333$15.8K<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP293$15.7K<0.1%–
SBRSabine Royalty TrustUNIT BEN INT255$15.7K<0.1%History
ETF Ser Solutions26922A388APTUS DEFINED541$15.3K<0.1%–
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$15.1K<0.1%–
ENVEnvestnet, Inc.COM240$15.0K<0.1%History
Atlantica Sustainable Infr PG0751N103SHS648$14.2K<0.1%–
SQSPSquarespace, Inc.CLASS A306$14.2K<0.1%History
Greenbrier Cos Inc393657AM3NOTE 2.875% 4/112,000$13.2K<0.1%–
Akamai Technologies Inc00971TAL5NOTE 0.375% 9/012,000$12.4K<0.1%–
Lci Inds501812AB7NOTE 1.125% 5/112,000$12.1K<0.1%–
ETF Ser Solutions26922A446OPUS SML CP VL301$11.3K<0.1%–
ASTHAstrana Health, Inc.COM NEW188$10.9K<0.1%History
Innovator ETFs Trust45782C870US EQT PWR BUF300$10.8K<0.1%–
Ford MTR Co Del345370CZ1NOTE 3/111,000$10.8K<0.1%–
INSTInstructure Holdings, Inc.COM451$10.6K<0.1%History
SHOSunstone Hotel Investors, Inc.COM858$8.86K<0.1%History
iShares Tr46435G219INVT GRAD SY ETF177$8.22K<0.1%–
PLPlanet Labs PBCCOM CL A3,500$7.80K<0.1%History
TWITitan International IncCOM902$7.33K<0.1%History
PRFTPerficient IncCOM93$7.02K<0.1%History
Affimed N VN01045207ORDINARY SHS NEW2,000$6.72K<0.1%–
Biomarin Pharmaceutical Inc09061GAK7NOTE 1.250% 5/17,000$6.65K<0.1%–
RMRRMR Group Inc.CL A259$6.57K<0.1%History
PKSTPeakstone Realty TrustCommon Stock476$6.49K<0.1%History
THRMGentherm IncCOM135$6.28K<0.1%History
CTLTCatalent, Inc.COM100$6.06K<0.1%History
Victory Portfolios II92647N535SHORT TRM BD ETF117$5.93K<0.1%–
Innovator ETFs Trust45782C383US EQTY PWR BUF150$5.89K<0.1%–
John Bean Technologies Corp477839AB0NOTE 0.250% 5/16,000$5.62K<0.1%–
IMCRImmunocore Holdings plcADS167$5.20K<0.1%History
VSTOVista Outdoor Inc.COM124$4.86K<0.1%History
Olink Hldg AB680710100SPONSORED ADS173$4.51K<0.1%–
AXNXAxonics, Inc.COM63$4.38K<0.1%History
LANDGladstone Land CorpCOM296$4.11K<0.1%History
Series Portfolios Tr81752T510UNUSUAL WHLS DEM104$3.89K<0.1%–
Series Portfolios Tr81752T494UNUSUAL WHALES117$3.67K<0.1%–
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF96$3.37K<0.1%–
PWSCPowerschool Holdings, Inc.COM CL A138$3.15K<0.1%History
TWKSThoughtworks Holding, Inc.COM706$3.12K<0.1%History
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -341$2.97K<0.1%History
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2.86K<0.1%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2.80K<0.1%History
MYEMyers Industries IncCOM183$2.53K<0.1%History
GOTUGaotu Techedu Inc.SPONSORED ADS627$2.46K<0.1%History
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2.21K<0.1%–
FORRForrester Research, Inc.COM100$1.80K<0.1%History
Exscientia PLC30223G102ADS342$1.67K<0.1%–
MGPIMGP Ingredients IncCOM19$1.58K<0.1%History
NNOXNano-X Imaging Ltd.ORD SHS233$1.42K<0.1%History
NOAHNoah Holdings LtdSPON ADS112$1.38K<0.1%History
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1.20K<0.1%–
HAYNHaynes International IncCOM NEW20$1.19K<0.1%History
EVAEnviva, LLCCOM2,851$1.15K<0.1%History
ODPODP CorpCOM38$1.13K<0.1%History
Jacob FDS Inc469785703FORWARD ETF100$1.08K<0.1%–
CHUYChuy's Holdings, Inc.COM26$972<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K146$940<0.1%–
LKFTLakefront Biotherapeutics NVSPON ADR32$921<0.1%History
PDSPrecision Drilling CorpCOM NEW12$740<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW2,000$663<0.1%History
KLRSKalaris Therapeutics, Inc.COM695$562<0.1%History
Curevac N VN2451R105COM181$532<0.1%–
NVEENV5 Global, Inc.COM5$467<0.1%History
LEGHLegacy Housing CorpCOM17$465<0.1%History
RCMR1 RCM Inc.COM32$453<0.1%History
CMTGClaros Mortgage Trust, Inc.COMMON STOCK55$412<0.1%History
GOOSCanada Goose Holdings Inc.SHS SUB VTG28$351<0.1%History
RILYBRC Group Holdings, Inc.COM55$289<0.1%History
GRNBarclays Bank PLCETN 4910$260<0.1%History
ACHAccendra Health IncStock16$251<0.1%History
RENTRent the Runway, Inc.CL A NEW26$251<0.1%History
AVIRAtea Pharmaceuticals, Inc.COM69$231<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E3$138<0.1%–
CURICuriosityStream Inc.COM CL A54$103<0.1%History
EHTHeHealth, Inc.COM20$82<0.1%History